Farmington, CT Batterson Park Rd. Office

Michael Lecours is a CFP® professional with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and was previously affiliated with Ohanesian / Lecours, Inc. He is the founder of FPPATHFINDER LLC and also owns Wealth Strategies Team, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2018 and was previously with Ohanesian/Lecours, Inc. for nine years. Outside of his advisory role, he has been an independent insurance agent since 1990. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Kari Mcleod is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 10 years of industry experience, including prior roles at Pangaro Wealth Management and Gap, Inc. She is also the owner of Wealth Strategies Team, LLC. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple platforms and custodians and provides discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Kenneth Rizzio is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including nearly a decade at Ohanesian/Lecours, Inc. and over 40 years with Connecticut Mutual Life Insurance Company and Washington National Insurance Company. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Richard Ohanesian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Cambridge since 2018 and previously worked at Ohanesian/Lecours, Inc. for nine years. He is also the owner of RKOHAN LLC and serves as a consultant and head of compliance for OSJ Partners LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management with multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Christopher Rizzio is a CFP® certified financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has been associated with Cambridge Investment Research entities since 2021 and also has a background teaching at the University of Hartford from 2015 to 2022. Outside of advisory work, he is involved as an independent insurance agent and serves as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Brian Cohan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and a multi-billion dollar asset base.

Justin Littlefield is a CFP® professional with 23 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors, Inc. since 2012 and previously worked at Signator Investors, Inc. from 2005 to 2012. Outside of his advisory role, he is involved in insurance and benefits activities and is the founder of Littlefield Holdings LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of account implementation platforms, access to third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary management.

Steven Caruso is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including a decade at Voya Financial Partners, LLC. He serves as a board member for H.O.P.E. Partners of Farmington, a volunteer organization. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, provides access to third-party advisers and proprietary model strategies, and operates through thousands of financial professionals managing a multi-billion dollar asset base.